Sax Wealth Advisors LLC Lowers Stock Position in iShares Core S&P Small-Cap ETF $IJR

Sax Wealth Advisors LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 82,183 shares of the exchange traded fund’s stock after selling 8,080 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,766,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of IJR. Brighton Jones LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after purchasing an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $55,011,000. Invesco Ltd. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 2.8% in the 1st quarter. Invesco Ltd. now owns 6,918 shares of the exchange traded fund’s stock worth $723,000 after acquiring an additional 191 shares during the period. Trexquant Investment LP acquired a new stake in iShares Core S&P Small-Cap ETF in the 1st quarter valued at about $548,000. Finally, Focus Partners Advisor Solutions LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 7.0% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 29,964 shares of the exchange traded fund’s stock worth $3,133,000 after purchasing an additional 1,961 shares in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Down 0.7%

NYSEARCA:IJR opened at $121.69 on Wednesday. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $125.84. The company’s 50-day moving average is $120.01 and its two-hundred day moving average is $116.57. The firm has a market cap of $87.85 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.